Канал: iWealthTV

Protecting Your Family's Generational Wealth

Protecting Your Family's Generational Wealth

The Importance of Estate Planning: Avoiding Common Mistakes

The Importance of Estate Planning: Avoiding Common Mistakes

Understanding Taxes and Estate Planning: Key Strategies for Your Future

Understanding Taxes and Estate Planning: Key Strategies for Your Future

How to Retire Early: Tips and Realities from the iWealth Team

How to Retire Early: Tips and Realities from the iWealth Team

Investment Rebalancing Explained: Keeping Your Portfolio in Check

Investment Rebalancing Explained: Keeping Your Portfolio in Check

Why Millennials Regret Inheritance Decisions: Advice for Getting It Right

Why Millennials Regret Inheritance Decisions: Advice for Getting It Right

Q3 2024 Market Update: What to Expect in the Final Quarter

Q3 2024 Market Update: What to Expect in the Final Quarter

Is Your Investment Strategy as Healthy as Your Lifestyle?

Is Your Investment Strategy as Healthy as Your Lifestyle?

Inside iWealth: The Power of Teamwork and Client-Focused Planning

Inside iWealth: The Power of Teamwork and Client-Focused Planning

JP Eykyn’s Story: From High School Sports to Financial Advisory Success

JP Eykyn’s Story: From High School Sports to Financial Advisory Success

Spreading Holiday Cheer: iWealth’s 14-Year Tradition of Giving

Spreading Holiday Cheer: iWealth’s 14-Year Tradition of Giving

iWealth’s 30-Year Legacy: Honoring Our Clients and Community

iWealth’s 30-Year Legacy: Honoring Our Clients and Community

The Psychological Shift of Retirement: Managing the Transition

The Psychological Shift of Retirement: Managing the Transition

When the Stock Market Drops 1,000 Points

When the Stock Market Drops 1,000 Points

Mastering Budgeting

Mastering Budgeting

Term vs. Whole Life Insurance

Term vs. Whole Life Insurance

The Importance of Financial Second Opinions

The Importance of Financial Second Opinions

Managing Money in Marriage

Managing Money in Marriage

Market Insights Q2 2024

Market Insights Q2 2024

Exploring AI's Impact: Insights from the iWealth Podcast

Exploring AI's Impact: Insights from the iWealth Podcast

Navigating Finances as a Young Couple

Navigating Finances as a Young Couple

Navigating Cybersecurity in Financial Management

Navigating Cybersecurity in Financial Management

Do you get into the stock market?

Do you get into the stock market?

BITCOIN

BITCOIN

Exploring AI's Impact: Insights from the iWealth Podcast

Exploring AI's Impact: Insights from the iWealth Podcast

Election Year Investing

Election Year Investing

The Power of Holistic Financial Planning

The Power of Holistic Financial Planning

Navigating the Bitcoin Craze: Insights from the iWealth Podcast

Navigating the Bitcoin Craze: Insights from the iWealth Podcast

Robo Investors

Robo Investors

Managing Rash Financial Decisions: A Guide to Avoiding Impulse Investments

Managing Rash Financial Decisions: A Guide to Avoiding Impulse Investments

Balancing College Savings and Retirement: How to Prioritize Financial Goals

Balancing College Savings and Retirement: How to Prioritize Financial Goals

Top 3 Financial Tools for Advisors That Will Transform Your Practice

Top 3 Financial Tools for Advisors That Will Transform Your Practice

Top 3 Financial Tools Every Wealth Manager Swears By

Top 3 Financial Tools Every Wealth Manager Swears By

Wealth Manager vs Stock Broker: Understanding the Difference

Wealth Manager vs Stock Broker: Understanding the Difference

Understanding Financial Advising: Human vs Robo Advisors

Understanding Financial Advising: Human vs Robo Advisors

Financial Advisers: Choosing Between Commissions and Fees

Financial Advisers: Choosing Between Commissions and Fees

Navigating Retirement: Insights for Business Owners

Navigating Retirement: Insights for Business Owners

The Future of Financial Advisory

The Future of Financial Advisory

Navigating the Bitcoin Craze: Insights from the iWealth Podcast

Navigating the Bitcoin Craze: Insights from the iWealth Podcast

iWealth Q1 2024

iWealth Q1 2024

What's Changing at iWealth? Brad and Shawn Explain the Transition to iWealth Financial RIA

What's Changing at iWealth? Brad and Shawn Explain the Transition to iWealth Financial RIA

What I Wish I Knew Back Then

What I Wish I Knew Back Then

Retirement - Giving Back and Volunteering

Retirement - Giving Back and Volunteering

Don't Blow Up Your Goals.

Don't Blow Up Your Goals.

Do I Need a Financial Planner?

Do I Need a Financial Planner?

Market Timing

Market Timing

Retirement: The Longest Vacation of Your Life

Retirement: The Longest Vacation of Your Life

Long-term Care, Wills, and Legacy Conversations

Long-term Care, Wills, and Legacy Conversations

How Often Should You Check Your Investment Portfolio?

How Often Should You Check Your Investment Portfolio?

Buy Now. Pay Later. Don’t be fooled by these guys. They aren’t your friends.

Buy Now. Pay Later. Don’t be fooled by these guys. They aren’t your friends.

Investing on Fundamentals or Technicality?

Investing on Fundamentals or Technicality?

Family Meetings - Awkward but Important

Family Meetings - Awkward but Important

Tax Strategies

Tax Strategies

1031 Exchanges - Is this for me?

1031 Exchanges - Is this for me?

Find People that are Good with Money

Find People that are Good with Money

Wisdom with Money

Wisdom with Money

Money Secrets

Money Secrets

Business Owners - Tax Savings

Business Owners - Tax Savings

Cryptocurrency Investments

Cryptocurrency Investments

Boutique Firms

Boutique Firms

Investing in Individual Stocks

Investing in Individual Stocks

Fresh Out of College - What's the financial move?

Fresh Out of College - What's the financial move?

Delegating Your Dollars - Saving vs. Debt Retirement

Delegating Your Dollars - Saving vs. Debt Retirement

Roth IRA vs. Deductible IRA - When to pay taxes?

Roth IRA vs. Deductible IRA - When to pay taxes?

Roth Conversions

Roth Conversions

Long Term Health Care Insurance OR Invest the Cash?

Long Term Health Care Insurance OR Invest the Cash?

Financially Planning for Long Term Care

Financially Planning for Long Term Care

Financial Advisors: Who is experienced and vetted?

Financial Advisors: Who is experienced and vetted?

How are stocks traded for FREE?

How are stocks traded for FREE?

Overwhelmingly Lost in the Paperwork

Overwhelmingly Lost in the Paperwork

Stress-Testing your Retirement Plan

Stress-Testing your Retirement Plan

Should I pay off my house?

Should I pay off my house?

Time to take Gains?

Time to take Gains?

What is Dollar Cost Averaging?

What is Dollar Cost Averaging?

"I've got a guy for that..."

"I've got a guy for that..."

What is a Pension? Do They Still Exist?

What is a Pension? Do They Still Exist?

The Dos and Don'ts of Umbrella Insurance

The Dos and Don'ts of Umbrella Insurance

Is There a Correlation Between Deductibles and Net Worth?

Is There a Correlation Between Deductibles and Net Worth?

HSA: What is it?

HSA: What is it?

Aggressive or Conservative Invest

Aggressive or Conservative Invest

Charitable Giving Finances

Charitable Giving Finances

How To Deal With A Market In Flux

How To Deal With A Market In Flux

Common Income Tax Mistakes

Common Income Tax Mistakes

Income Tax Mistakes

Income Tax Mistakes

401k Misconceptions

401k Misconceptions

Investing In Gold

Investing In Gold

Is There a Right Time to Have Debt?

Is There a Right Time to Have Debt?

Good Time for Debt?

Good Time for Debt?

Kids and Finances

Kids and Finances

Switching Jobs

Switching Jobs

Cool Hot Stock Tip

Cool Hot Stock Tip

Get A Bigger Box

Get A Bigger Box

Kids don't want Cash

Kids don't want Cash

Financial Mistakes

Financial Mistakes

Putting your money in the right place for retirement.

Putting your money in the right place for retirement.

What to expect when visiting a financial advisor

What to expect when visiting a financial advisor

What are we to do with our money?

What are we to do with our money?

Is your wealth in the correct buckets?

Is your wealth in the correct buckets?

Investing Early

Investing Early

Should you get out of the Stock Market?

Should you get out of the Stock Market?

Bear vs Bull

Bear vs Bull

Best Time for the Stock Market?

Best Time for the Stock Market?

Brad and your Business

Brad and your Business

Income Stability

Income Stability

What is your comfort zone with regards to retirement?

What is your comfort zone with regards to retirement?

Exciting News: iWealth Welcomes EFS 2

Exciting News: iWealth Welcomes EFS 2

Exciting News: EFS Joins Forces with iWealth!

Exciting News: EFS Joins Forces with iWealth!

Embracing Life's Ups and Downs: The Power of Perspective

Embracing Life's Ups and Downs: The Power of Perspective

The Power of Keeping Promises: Trustworthiness and Your Word

The Power of Keeping Promises: Trustworthiness and Your Word

The Power of Looking Forward: Staying Motivated and Positive

The Power of Looking Forward: Staying Motivated and Positive

Insurance Audits: How Often Should You Review Your Policies?

Insurance Audits: How Often Should You Review Your Policies?

Navigating Insurance: Protecting What Matters

Navigating Insurance: Protecting What Matters

Emergency Funds: How Much Should You Save?

Emergency Funds: How Much Should You Save?

Financial Tips for Couples Getting Married

Financial Tips for Couples Getting Married

Understanding the Fed, Interest Rates, and Investments

Understanding the Fed, Interest Rates, and Investments

Big Picture Money Principles

Big Picture Money Principles

Get Your Copy of 'Fish Don't Clap' by Brad Connors Today!

Get Your Copy of 'Fish Don't Clap' by Brad Connors Today!

Unlocking New Possibilities for 529 Plans: Secure Act 2.0 Explained

Unlocking New Possibilities for 529 Plans: Secure Act 2.0 Explained

Maximizing Roth IRA Contributions: How to Fund Your Retirement

Maximizing Roth IRA Contributions: How to Fund Your Retirement

Understanding Roth IRAs: Tax-Free Investment Growth

Understanding Roth IRAs: Tax-Free Investment Growth

Preparing Financially for Life's Unexpected Moments

Preparing Financially for Life's Unexpected Moments

2024 Market Outlook: Insights on S&P 500 and Investor Psychology

2024 Market Outlook: Insights on S&P 500 and Investor Psychology

Market Trends and Expectations for 2024 with Brad and Shawn at iWealth

Market Trends and Expectations for 2024 with Brad and Shawn at iWealth

Dedication to Community: 1000-Hour Volunteering Challenge

Dedication to Community: 1000-Hour Volunteering Challenge

Demystifying Variable Annuities: Benefits and Common Misconceptions

Demystifying Variable Annuities: Benefits and Common Misconceptions

How iWealth Transforms Retirement Planning with Gary Guentzel

How iWealth Transforms Retirement Planning with Gary Guentzel

Q3 2023 Update: Stock Market Trends, Oil, and Inflation

Q3 2023 Update: Stock Market Trends, Oil, and Inflation

The iWealth Foundation and Its Impact

The iWealth Foundation and Its Impact

The iWealth Holiday Food Drive with Special Guest Trudi

The iWealth Holiday Food Drive with Special Guest Trudi

Building Your Financial Puzzle: Goals, Risk, and Legacy

Building Your Financial Puzzle: Goals, Risk, and Legacy

The Birthday Annuity: A Unique Way to Leave a Lasting Legacy

The Birthday Annuity: A Unique Way to Leave a Lasting Legacy

The Importance of Life Insurance in Financial Planning

The Importance of Life Insurance in Financial Planning

Balancing Goals and Investment Returns

Balancing Goals and Investment Returns

The Power of a Financial Advisory Team

The Power of a Financial Advisory Team

iWealth Podcast - Unveiling the CD Maturity Strategy

iWealth Podcast - Unveiling the CD Maturity Strategy

Financial Management in Your 40s: What Should You Be Paying Attention To?

Financial Management in Your 40s: What Should You Be Paying Attention To?

Mastering the Art of Gifting and Inheritance Planning

Mastering the Art of Gifting and Inheritance Planning

Estate and Financial Service Partners with iWealth Introduction

Estate and Financial Service Partners with iWealth Introduction

Estate and Financial Service Partners with iWealth- 30 Days

Estate and Financial Service Partners with iWealth- 30 Days

The Joys of Volunteering: Behind-the-Scenes Impact

The Joys of Volunteering: Behind-the-Scenes Impact

Paying for College: Understanding the FAFSA and Financial Aid

Paying for College: Understanding the FAFSA and Financial Aid

Roth vs. Tax Deductible: Understanding the Difference

Roth vs. Tax Deductible: Understanding the Difference

Retirement Strategies: Setting Goals and Managing Investments

Retirement Strategies: Setting Goals and Managing Investments

Navigating Bear Markets: Strategies for Different Phases of Investing

Navigating Bear Markets: Strategies for Different Phases of Investing

Retirement Planning and Life Insurance: Assessing Your Needs

Retirement Planning and Life Insurance: Assessing Your Needs

The Power of Dividends: Growing Wealth through Compounding

The Power of Dividends: Growing Wealth through Compounding

Unlocking Social Security: Navigating Retirement Planning

Unlocking Social Security: Navigating Retirement Planning

Monica Odenthal - Client Services Assistant

Monica Odenthal - Client Services Assistant

Shawn Pomeroy - Vice President / Professional Plan Consultant

Shawn Pomeroy - Vice President / Professional Plan Consultant

Johnathon “JP” Eykyn - Associate Wealth Advisor

Johnathon “JP” Eykyn - Associate Wealth Advisor

Patty Buehler - Client Services Assistant

Patty Buehler - Client Services Assistant

Michelle Nieuwsma - LPL Registered Administrative Associate

Michelle Nieuwsma - LPL Registered Administrative Associate

Kara Comeau - Client Services Assistant

Kara Comeau - Client Services Assistant

Matt Potter, the Chief Operating Officer at iWealth

Matt Potter, the Chief Operating Officer at iWealth

Q2 2023 Market Update: Positive Momentum and Emerging Concerns

Q2 2023 Market Update: Positive Momentum and Emerging Concerns

0:00 / 5:54The Importance of Discipline in Investing.

0:00 / 5:54The Importance of Discipline in Investing.

Exploring Artificial Intelligence (AI) and Its Implications

Exploring Artificial Intelligence (AI) and Its Implications

Mutual Funds vs. ETFs: Which One Should You Choose?

Mutual Funds vs. ETFs: Which One Should You Choose?

Navigating Financial Changes as an Empty Nester

Navigating Financial Changes as an Empty Nester

Does Money Buy Happiness?

Does Money Buy Happiness?

The Giving Pledge: Philanthropy of the Wealthy

The Giving Pledge: Philanthropy of the Wealthy

The Importance of Gratitude in Managing Money

The Importance of Gratitude in Managing Money

The Debate on Prioritizing Child's Education vs Retirement Savings

The Debate on Prioritizing Child's Education vs Retirement Savings

Saving for College: Understanding the Different Options and Strategies

Saving for College: Understanding the Different Options and Strategies

Retirement Planning: Finding Purpose in Life After Work

Retirement Planning: Finding Purpose in Life After Work

The Importance of Discipline in Investing

The Importance of Discipline in Investing

iWealth Update Q1 2023

iWealth Update Q1 2023

FDC Growth Network kickoff

FDC Growth Network kickoff

2023 Bank Crises and the Markets

2023 Bank Crises and the Markets

FDC April 17th announcement existing users

FDC April 17th announcement existing users

2023 State of the Markets

2023 State of the Markets

SOM 2023 intro video

SOM 2023 intro video

EWAS - Follow Up Video

EWAS - Follow Up Video

EWAS 2023 Welcome Home

EWAS 2023 Welcome Home

2022 Quarter 4 Update and Fresh Perspectives for 2023

2022 Quarter 4 Update and Fresh Perspectives for 2023

FDC Investment Update

FDC Investment Update

Should My Kid Be Saving For Retirement?

Should My Kid Be Saving For Retirement?

When to Retire and Why Age Matters

When to Retire and Why Age Matters

What's The Best Financial Advice You've Ever Received?

What's The Best Financial Advice You've Ever Received?

What Do I Need to Know Before My Child Starts the FAFSA?

What Do I Need to Know Before My Child Starts the FAFSA?

Do Both Spouses Need Life Insurance?

Do Both Spouses Need Life Insurance?

06

Stock Splits: What They Are, How They Affect Your Portfolio

Stock Splits: What They Are, How They Affect Your Portfolio

Financial Planning Sessions with Your Kids

Financial Planning Sessions with Your Kids

The Advantages of Dollar-Cost Averaging

The Advantages of Dollar-Cost Averaging

Is This A Typical Bear Market?

Is This A Typical Bear Market?

EWAS 2023- FDC Plan on Purpose

EWAS 2023- FDC Plan on Purpose

Forming Good Habits is Key to Achieving Your Financial Goals

Forming Good Habits is Key to Achieving Your Financial Goals

How Do Interest Rates Affect Investments?

How Do Interest Rates Affect Investments?

Timeshares: Dream Vacation or Money Pit?

Timeshares: Dream Vacation or Money Pit?

It's An Exciting Time at iWealth

It's An Exciting Time at iWealth

The Value of Trade Schools in Today’s Economy

The Value of Trade Schools in Today’s Economy

How to Stay Informed Without Getting Paralyzed by Bad News

How to Stay Informed Without Getting Paralyzed by Bad News

How Much Life Insurance Do I Need?

How Much Life Insurance Do I Need?

Can I Afford a New Home When I Retire?

Can I Afford a New Home When I Retire?

Can't Afford 15-year Mortgage? Then Don't Buy That House

Can't Afford 15-year Mortgage? Then Don't Buy That House

How to Set Financial Goals for Your Future

How to Set Financial Goals for Your Future

What Should You Do With Your Money When You Get A Raise?

What Should You Do With Your Money When You Get A Raise?

Discussing Long-Term Care Planning With Your Parents

Discussing Long-Term Care Planning With Your Parents

What Smart People Do for End of Life Planning

What Smart People Do for End of Life Planning